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The AI Business OS for client businesses

Run your entire client business with an AI teammate.

Clients, leads, scheduling, payments and messaging in one place — with AI that drafts, captures and organises, and every client reminder sent in their own language.

ClientFlow dashboard showing today's schedule, overdue tasks, and revenue KPIs
AI Copilot · Pro

Ask your business anything. It answers — and drafts.

An assistant that knows your clients, schedule and money. It writes replies, structures session notes and drafts invoices and estimates — you review before anything is sent or saved.

Your books and calendar, in plain language.

No dashboards to dig through. Ask a question, get a grounded answer pulled from your real data.

  • "Who owes me money?" → an itemised list, ready to remind
  • Drafts WhatsApp replies in your voice
  • Turns a messy note into a clean session record
  • Suggests; you approve — nothing sends itself
Explore AI Copilot
ClientFlow AI Copilot drafting a reply to a client question
Leads

Turn website visitors into booked clients.

Every enquiry — from an intake form, your booking page or the chatbot — lands in one pipeline you can actually work. A won lead becomes a client record with its history intact.

From "just browsing" to "won" — tracked end to end.

The pipeline moves each lead from new to won. Converting it creates the full client record in one click, so the booking, the invoice and the follow-up that come next all start from the same place.

  • Captures from intake forms, your booking page and the chatbot
  • Visual pipeline: New → Contacted → Qualified → Won
  • Won leads convert straight to clients
Explore Leads & Chatbot
ClientFlow CRM leads pipeline showing prospects moving through pipeline stages
Website Chatbot

It answers from your business, not from guesswork

Embed a grounded AI chatbot on your own site. It replies from the FAQs and business details you configure, around the clock — and hands the visitor to you rather than guessing.

Grounded, or it hands over

The bot answers only from the knowledge you give it. When a question isn't covered, it says so and offers to connect the visitor with you — instead of inventing a price, a policy or a promise.

  • Answers your common questions instantly, day or night
  • Never invents prices, discounts or guarantees
  • Every message is logged — and visitors who leave contact details land in your pipeline as tracked leads
See how the chatbot works
A website chat widget answering a visitor's question, with suggested follow-up questions and a notice that replies come from an AI assistant
Automation & Reminders

Set it once. The follow-up happens without you.

Automated WhatsApp and email reminders for payments and appointments — so the follow-up happens whether or not you remember.

The busywork runs itself.

Build a rule in plain steps: a trigger, a wait, a message. Reminders go out on time, in the client's language, across 20 locales.

  • Payment & appointment reminders on autopilot
  • WhatsApp & email, 20 languages
  • Fewer no-shows, fewer late payments
Explore Automation
ClientFlow automation rule sending a reminder message on a schedule
Inside the product

The four surfaces you'll live in every day

Real screens from ClientFlow — client records, the calendar, invoicing, and analytics.

Connected, not just bundled

Client records, appointment scheduling, invoicing and payments, and real-time analytics — every module reads the same data, so client details are entered once.

  • Client history and notes always in context
  • Scheduling that syncs with reminders automatically
  • Get paid faster with built-in invoicing and payment tracking
  • Real-time analytics on revenue, engagement, and growth
ClientFlow client records with contact details and history
ClientFlow appointments calendar showing upcoming bookings
ClientFlow payments and invoicing showing a paid invoice
ClientFlow analytics dashboard showing revenue and engagement trends
One platform

Everything to run the business — not five apps.

Stop paying for and switching between a scheduler, a spreadsheet, a chat tool and an invoicer. It's one connected OS.

Clients & CRM
Profiles, notes, history, intake forms.
Scheduling
Appointments, packages, calendar sync.
Payments
Track, invoice, estimate, recurring.
Invoicing
Invoices, estimates, receipts, PDF export.
WhatsApp
Two-way messaging with smart replies.
Automations
Reminders and follow-ups on autopilot.
Analytics
Revenue, retention, what's working.
Team
Seats & permissions, up to 53.
Inventory
Products, stock, low-stock alerts.
Expenses
Spending, categories, approvals.
Intake Forms
Custom forms clients fill before you meet.
Tasks
To-dos, subtasks, follow-ups.

Simple, transparent pricing

Start free and upgrade when you need more. No hidden fees.

Save 2 months!

Free

For getting started

Try before you commit

Freeforever
  • Up to 10 clients
  • 100MB storage
  • Manual WhatsApp (wa.me)
  • Payment tracking (10 per month)
  • Email reminders (30 per month)
Free plan — no card required

Starter

For small businesses

Best for solo practitioners

$15/month
14-day free trial
  • Unlimited clients
  • 5GB storage
  • Google & iCloud calendar sync
  • CSV import & export
  • Manual WhatsApp (wa.me)
  • Basic analytics
Secure checkout
Recommended

PRO

For growing businesses

Everything a solo professional needs

$29/month
14-day free trial
  • Unlimited clients
  • 50GB storage
  • Automated WhatsApp (connect your Business number)
  • AI Copilot — 500 AI credits/mo (beta)
  • Advanced analytics
  • Priority support
Secure checkout

Team

For multi-staff practices — gyms, clinics, salons, agencies

For growing teams

$59/month
14-day free trial
Team Seats
3seats
3 seats included in base
$15/month per additional seat
3Up to 53 seats
  • Everything in PRO
  • 3-53 team members
  • 200GB + 5GB/seat storage
  • AI Copilot — 2,000 pooled AI credits/mo (beta)
  • Webhooks
  • Team permissions
Secure checkout
14-day free trial with full PRO featuresNot charged until trial endsCancel anytime with one clickExport your account data anytime

Data Security

Sensitive personal data is encrypted at rest with AES-256-GCM; all traffic is encrypted with TLS 1.3.

Encrypted in Transit & at Rest

TLS 1.3 in transit; sensitive data encrypted at rest with AES-256-GCM.

Privacy First

Your data is never sold — shared only with the processors listed in our Privacy Policy

Daily Backups

Automatic encrypted backups to secure data centers

Hosted in Germany (EU) · AES-256-GCM on sensitive fields · GDPR-ready · Daily backups

Ready to run your business from one platform?

Start free with up to 10 clients. One platform for client management, payments, inventory, scheduling, and more — all in one place.

Free forever for 10 clientsCancel anytime